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LEAFHOUSE FINANCIAL ADVISORS, LLC
Tel: (512) 879-1505
6300 Bridgepoint Parkway Building 1, Suite 300
Austin, Texas 78730
LEAFHOUSE FINANCIAL ADVISORS, LLC
LEAFHOUSE FINANCIAL ADVISORS, LLC is a Austin, Texas based financial advisory firm with nearly $17,004,947,985 in assets under management and provides investment advisory services for 3243 clients. There are currently 25 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
149694
SEC#:
801-78809
No. of Clients:
3243
Assets under Management
$17,004,947,985
No. of Advisors:
25
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